How Givzey Simplifies Pledge Agreements for Advancement Operations
- Lily Johnson
- Aug 21, 2025
- 2 min read
Making Gift Agreements Work for Everyone
When a donor makes a commitment, whether it’s for scholarships, athletics, or a campaign, capturing the details clearly is essential. Gift processing teams need accurate information, gift officers need a smooth workflow.
However, far too often, those workflows that make fundraising operations work smoothly on the back-end don’t transfer to a donor experience that inspires donors to come back, increase giving, and even commit to multi-year gifts. Creating a smooth, simple, and flexible experience for donors , and donors want a simple, flexible experience.
Givzey’s Gift Agreement Platform bridges this gap, creating a smooth, simple, and flexible experience for both donors and fundraising professionals. Givzey’s ability to digitize and streamline pledge agreements and one-time gifts ensures that every commitment is accurate, complete, ready for your CRM, and something that enhances the donor experience.
What Advancement Operations Teams Value Most
1. Complete, Customizable Gift Agreements
Gift agreements created in Givzey capture:
Donor information
Gift amount, payment schedule, and due dates
Multiple designations in a single agreement
Institution-specific details
Every agreement is customizable, ensuring donors and institutions are always on the same page.
2. Default Recipients for Transparency
Givzey allows teams to automatically share agreements with:
The donor
The gift officer
Gift processing staff
This eliminates bottlenecks and ensures everyone has access to the same accurate documentation.
3. Easy CRM Integration
Gift processing teams can upload agreements or feed them directly into their CRM. No double-entry. No chasing details. Just faster, cleaner data.
4. Donor Flexibility That Resonates
Some donors will always prefer paper, and that’s okay. But the majority are embracing digital pledge agreements because they’re simple, secure, and don’t require technical know-how. Donors can review and sign from any device.
5. Smart, Automated Reminders
Pledge reminders in Givzey are fully customizable—you can personalize the tone, pause them, or turn them off entirely depending on the donor relationship. That flexibility gives advancement teams control while ensuring commitments are fulfilled.
From Campaigns to Everyday Commitments
Whether it’s a capital campaign gift, a scholarship pledge, or annual support for athletics, Givzey makes it easy to capture, track, and fulfill donor commitments.
For gift officers, it means fewer missed pledges. For donors, it means a simple, professional experience. For operations and gift processing teams, it means better accuracy, less manual work, and faster gift entry.
Make Pledge Agreements Easier with Givzey
Givzey ensures that pledge documentation isn’t a burden, it’s a tool that strengthens donor relationships while streamlining operations.
Book a demo to see how Givzey makes pledge agreements simple, accurate, and efficient for everyone involved.
Make Pledge Agreements Easier with Givzey
Givzey ensures that pledge documentation isn’t a burden, it’s a tool that strengthens donor relationships while streamlining operations.
Book a Demo to see how Givzey makes pledge agreements simple, accurate, and efficient for everyone involved.
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